NFSG
Newbridge Financial Services Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
2,674
-414
| -13% | -$55.6K | 0.06% | 218 |
|
|
2025
Q1 | $408K | Sell |
3,088
-1,131
| -27% | -$149K | 0.1% | 131 |
|
|
2024
Q4 | $517K | Sell |
4,219
-183
| -4% | -$22.4K | 0.13% | 116 |
|
|
2024
Q3 | $594K | Sell |
4,402
-299
| -6% | -$40.4K | 0.21% | 87 |
|
|
2024
Q2 | $737K | Buy |
4,701
+24
| +0.5% | +$3.76K | 0.27% | 70 |
|
|
2024
Q1 | $798K | Sell |
4,677
-193
| -4% | -$32.9K | 0.35% | 65 |
|
|
2023
Q4 | $633K | Buy |
4,870
+27
| +0.6% | +$3.51K | 0.31% | 77 |
|
|
2023
Q3 | $686K | Buy |
4,843
+27
| +0.6% | +$3.83K | 0.34% | 54 |
|
|
2023
Q2 | $565K | Sell |
4,816
-37
| -0.8% | -$4.34K | 0.28% | 77 |
|
|
2023
Q1 | $678K | Buy |
4,853
+457
| +10% | +$63.8K | 0.36% | 58 |
|
|
2022
Q4 | $558K | Sell |
4,396
-74
| -2% | -$9.39K | 0.32% | 74 |
|
|
2022
Q3 | $478K | Buy |
4,470
+35
| +0.8% | +$3.74K | 0.28% | 81 |
|
|
2022
Q2 | $471K | Sell |
4,435
-814
| -16% | -$86.4K | 0.29% | 84 |
|
|
2022
Q1 | $533K | Buy |
5,249
+28
| +0.5% | +$2.84K | 0.26% | 78 |
|
|
2021
Q4 | $392K | Buy |
5,221
+690
| +15% | +$51.8K | 0.19% | 114 |
|
|
2021
Q3 | $320K | Sell |
4,531
-343
| -7% | -$24.2K | 0.2% | 113 |
|
|
2021
Q2 | $381K | Buy |
4,874
+63
| +1% | +$4.93K | 0.23% | 99 |
|
|
2021
Q1 | $344K | Buy |
4,811
+343
| +8% | +$24.5K | 0.25% | 96 |
|
|
2020
Q4 | $253K | Sell |
4,468
-1,060
| -19% | -$60K | 0.21% | 105 |
|
|
2020
Q3 | $239K | Buy |
+5,528
| New | +$239K | 0.24% | 95 |
|